Investment Options

Invest in What You Know

The IRS rules do not specify what one may invest in with a self-directed IRA or Solo 401(k) plan. Rather, only a few asset classes are prohibited investments. An IRA may not invest in life insurance or collectibles.

Collectibles under IRC Section 408(m)(2) include:

Any work of art,

Any rug or antique,

Any metal or gem (with limited exceptions),

Any stamp or coin (with limited exceptions)

Any alcoholic beverage, or

Any other tangible personal property that the IRS determines is a “collectible” under IRC Section 408(m).

Pretty much everything else is allowable, from conventional stocks, bonds and mutual funds, to real estate, stock of privately held companies, cryptocurrencies, and a whole lot more.

Resources

Stay up to date with economic trends, tax topics, and other information to perfect your retirement investing strategy.

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Stay up to date with economic trends, tax topics, and other information to perfect your retirement investing strategy.

Email Address

First Name

Last Name

Marketing Permissions

Safeguard Advisors, LLC will use the information you provide on this form to be in touch with you and to provide updates and marketing. Please let us know all the ways you would like to hear from us:

Email

Customized online advertising

Direct Mail

You can change your mind at any time by clicking the unsubscribe link in the footer of any email you receive from us, or by contacting us at brian.e@ira123.com. We will treat your information with respect. For more information about our privacy practices please visit our website. By clicking below, you agree that we may process your information in accordance with these terms.

We use MailChimp as our marketing automation platform. By clicking below to submit this form, you acknowledge that the information you provide will be transferred to MailChimp for processing in accordance with their Privacy Policy and Terms.